{"id":65212,"date":"2025-12-25T15:31:35","date_gmt":"2025-12-25T15:31:35","guid":{"rendered":"https:\/\/dogewisperer.com\/?p=65212"},"modified":"2025-12-25T15:31:35","modified_gmt":"2025-12-25T15:31:35","slug":"2026-crypto-predictions-dragonflys-hadick-calls-outlook-constructive","status":"publish","type":"post","link":"https:\/\/dogewisperer.com\/?p=65212","title":{"rendered":"2026 Crypto Predictions: Dragonfly\u2019s Hadick Calls Outlook \u2018Constructive\u2019"},"content":{"rendered":"
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Dragonfly general partner Rob Hadick struck an upbeat tone on crypto\u2019s medium-term setup, arguing that recent volatility has obscured a broader trend of adoption, especially in stablecoins and prediction markets, that he expects to accelerate into 2026.<\/p>\n

Speaking on CNBC\u2019s Squawk Box on Dec. 24, Hadick pushed back on the idea that crypto has entered a new \u201cwinter,\u201d framing the year\u2019s disappointment as a function of recency bias rather than a clean break in market structure.<\/p>\n

\u201cIt hasn\u2019t had a great year. But I think it\u2019s important to zoom out,\u201d Hadick said. \u201cIf you look at the returns for bitcoin relative to the day before the election in \u201924, bitcoin is up about 26%, Nasdaq is up about 28%\u2026 even further than that two years, bitcoin\u2019s doubled, Nasdaq is up 50%.\u201d<\/p>\n

Hadick emphasized he\u2019s not trading chart patterns. \u201cI\u2019m not a technical investor. I\u2019m a long-term investor. We\u2019re a VC fund,\u201d he said, adding that he \u201ccontinue[s] to see a strong and constructive 2026.<\/p>\n

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2026 predictions are\u2026 another positive year for the industry (zoom out), especially for continued innovation in prediction markets, stablecoins and tokenized assets, and scalability and infrastructure for financial marketshttps:\/\/t.co\/SIm1rCkiv9<\/a><\/p>\n

\u2014 Rob Hadick \uff1e|\uff1c (@HadickM) December 24, 2025<\/a><\/p>\n<\/blockquote>\n

2026 Crypto Predictions<\/h2>\n

Pressed on what \u201ca good 2026\u201d means in practice for the crypto market, Hadick tied his outlook to macro conditions and what he sees as compounding real-world usage. \u201cFor the token prices themselves\u2014bitcoin, ethereum\u2014there\u2019s likely to be continued momentum,\u201d he said. \u201cI think from a macroeconomic perspective<\/a>\u2026 we\u2019ll have better monetary policy. And then we\u2019re going to have more and more adoption of tokenized assets.\u201d<\/p>\n

One data point he said: \u201cMcKinsey just said that they think 3% of all cross-border payments is happening in stablecoins right now. That\u2019s up from basically 0% a year ago,\u201d Hadick said, adding that he expects \u201canother tenfold increase.\u201d<\/p>\n

Hadick described Dragonfly as deliberately non-ideological across chains and sectors, positioning the firm less as a \u201cbitcoin vs. ethereum\u201d shop and more as a bet on market-structure innovation. \u201cWe invest in everybody that\u2019s doing anything that\u2019s interesting in tokenized digital assets,\u201d he said. \u201cWe\u2019re not what I would say ideological about crypto. What we are is investing in the future of innovation in financial markets.\u201d<\/p>\n

When the conversation turned from majors to categories, Hadick leaned into two themes: stablecoins<\/a> and prediction markets<\/a>. \u201cStablecoins I think are here to stay. I think it\u2019s going to grow tenfold,\u201d he said. \u201cI think prediction markets are here to stay. I think they\u2019re going to grow tenfold.\u201d<\/p>\n

On prediction markets specifically, Hadick argued the addressable market extends well beyond sports betting, despite the current overlap. He pointed to Polymarket\u2019s growth as evidence of expanding use cases. \u201cIf you look at Polymarket volume today, they\u2019ve gone from $50 million a month in early \u201924\u2026 they\u2019re now going to do probably about $4 billion of volume this month,\u201d he said, adding that \u201conly about 35% of that is sports,\u201d putting Polymarket<\/a> in contrast with Kalshi, which he characterized as \u201cmore of a sports platform because they\u2019re infrastructure for Robinhood.\u201d<\/p>\n

Hadick also invoked Intercontinental Exchange CEO Jeff Sprecher\u2019s long-running tokenization thesis to argue prediction markets may converge with broader financial infrastructure rather than remain a niche wagering product. \u201cIf you talk to Jeff Sprecher over at ICE\u2026 he\u2019ll tell you he believes in the tokenization of all markets,\u201d Hadick said. \u201cI talked to him before he made the investment in Polymarket\u2026 his perspective is that this is going to be as big as ICE itself. Probably.\u201d<\/p>\n

He suggested the functional framing is less \u201cbets\u201d and more programmable risk transfer. \u201cI talked to an insurance company maybe a month ago that was thinking about how they can hedge out risk in weather related activities,\u201d Hadick said. \u201cThat\u2019s just one use case\u2026 every single thing and every single market and outcome that can be put [into] a market\u2014or really just a binary option, which is what it is.\u201d<\/p>\n

Ethereum Vs. Solana<\/h2>\n

Asked to pick sides in the Ethereum\u2013Solana debate, Hadick refused the \u201cMySpace vs. Facebook\u201d framing. \u201cNo, they\u2019re both Facebook,\u201d he said, arguing the market will require multiple settlement environments if tokenization becomes mainstream. In his view, Ethereum\u2019s advantage is where value and stablecoin liquidity already sit, while Solana\u2019s edge is high-throughput, low-cost flow.<\/p>\n

\u201cMost stablecoins today are on Ethereum,\u201d Hadick said. \u201cEthereum is where a large amount of\u2026 economic activity exists\u2026 but if you look at the trading volume, it\u2019s happening more on Solana, which is more optimized for that type of transaction flow and for low cost transactions.\u201d<\/p>\n

Still, Hadick conceded the platform layer is not frozen. He said Dragonfly is invested in a newer chain, Monad, describing it as \u201ctrying to be a Solana killer,\u201d and cited figures he said reflected early-stage market positioning: a roughly $2 billion valuation and a token price around $0.002.<\/p>\n

At press time, the total crypto market cap stood at $2.92 trillion.<\/p>\n

\"Total<\/div>\n","protected":false},"excerpt":{"rendered":"

Dragonfly general partner Rob Hadick struck an upbeat tone on crypto\u2019s medium-term setup, arguing that recent volatility has obscured a broader trend of adoption, especially in stablecoins and prediction markets, that he expects to accelerate into 2026. Speaking on CNBC\u2019s Squawk Box on Dec. 24, Hadick pushed back on the idea that crypto has entered […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"iawp_total_views":0,"footnotes":""},"categories":[2],"tags":[3,4,5],"class_list":["post-65212","post","type-post","status-publish","format-standard","hentry","category-news","tag-crypto","tag-doge","tag-news"],"_links":{"self":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/65212","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=65212"}],"version-history":[{"count":0,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=\/wp\/v2\/posts\/65212\/revisions"}],"wp:attachment":[{"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=65212"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=65212"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/dogewisperer.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=65212"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}